Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Coca-Cola Europacific Partners CCEP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CCEP Stock Details CCEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$116K Sell
1,278
-92
-7% -$8.84K ﹤0.01% 3138
2025
Q4 		$124K Buy
1,370
+137
+11% +$12.4K ﹤0.01% 2905
2025
Q3 		$112K Buy
1,233
+97
+9% +$9K ﹤0.01% 2897
2025
Q2 		$105K Buy
1,136
+133
+13% +$11.9K ﹤0.01% 2668
2025
Q1 		$87K Buy
1,003
+3
+0.3% +$245 ﹤0.01% 2534
2024
Q4 		$77K Sell
1,000
-318
-24% -$24.6K ﹤0.01% 2464
2024
Q3 		$104K Buy
1,318
+167
+15% +$12.8K ﹤0.01% 2173
2024
Q2 		$84K Sell
1,151
-8
-0.7% -$576 ﹤0.01% 2087
2024
Q1 		$81K Buy
1,159
+170
+17% +$11.7K ﹤0.01% 2004
2023
Q4 		$66K Buy
989
+76
+8% +$4.65K ﹤0.01% 2010
2023
Q3 		$57K Sell
913
-9,874
-92% -$628K ﹤0.01% 1978
2023
Q2 		$695K Buy
10,787
+10,092
+1,452% +$641K ﹤0.01% 834
2023
Q1 		$41K Buy
695
+86
+14% +$4.81K ﹤0.01% 2005
2022
Q4 		$34K Sell
609
-157
-20% -$7.88K ﹤0.01% 1993
2022
Q3 		$33K Buy
766
+84
+12% +$4.22K ﹤0.01% 1877
2022
Q2 		$35K Buy
682
+144
+27% +$7.37K ﹤0.01% 1791
2022
Q1 		$26K Sell
538
-72
-12% -$3.86K ﹤0.01% 1909
2021
Q4 		$34K Buy
+610
New +$32.9K ﹤0.01% 1735
2021
Q2 		$32K Hold
532
– – ﹤0.01% 1579
2021
Q1 		$32K Hold
532
– – ﹤0.01% 1579
2020
Q4 		$32K Hold
532
– – ﹤0.01% 1579
2020
Q3 		$32K Hold
532
– – ﹤0.01% 1579
2020
Q2 		$32K Hold
532
– – ﹤0.01% 1579
2020
Q1 		$32K Hold
532
– – ﹤0.01% 1579
2019
Q4 		$32K Hold
532
– – ﹤0.01% 1579
2019
Q3 		$32K Hold
532
– – ﹤0.01% 1579
2019
Q2 		$32K Hold
532
– – ﹤0.01% 1579
2019
Q1 		$32K Sell
532
-28
-5% -$1.33K ﹤0.01% 1578
2018
Q4 		$26K Buy
560
+196
+54% +$9.07K ﹤0.01% 1057
2018
Q3 		$17K Buy
364
+300
+469% +$12.8K ﹤0.01% 990
2018
Q2 		$3K Buy
+64
New +$2.52K ﹤0.01% 1277
2017
Q1 		– Sell
-135
Closed -$4K – 1185
2016
Q4 		$4K Buy
+135
New +$4.75K ﹤0.01% 875
2016
Q3 		– Sell
-66
Closed -$2K – 993
2016
Q2 		$2K Sell
66
-287,345
-100% -$13.5M ﹤0.01% 707
2016
Q1 		$14.6M Buy
287,411
+28,166
+11% +$1.36M 1.28% 17
2015
Q4 		$12.8M Buy
259,245
+29,390
+13% +$1.48M 1.25% 18
2015
Q3 		$11.1M Buy
229,855
+33,443
+17% +$1.63M 1.12% 26
2015
Q2 		$8.53M Buy
196,412
+87,158
+80% +$3.91M 0.82% 45
2015
Q1 		$4.83M Buy
109,254
+35,449
+48% +$1.55M 0.49% 82
2014
Q4 		$3.26M Buy
73,805
+53,163
+258% +$2.29M 0.4% 100
2014
Q3 		$916K Buy
20,642
+15,174
+278% +$712K 0.13% 134
2014
Q2 		$261K Buy
+5,468
New +$252K 0.05% 150

Other funds holding CCEP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CCEP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Coca-Cola Europacific Partners (CCEP) stake by 6.7% in Q1 2026, selling an estimated $8.84K and leaving 1,278 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #3138.

Carson Wealth (CWM LLC) first reported a position in CCEP in Q2 2014 and has held it in 41 quarters since. The position peaked at $14.6M in Q1 2016. 575 funds tracked by Wall St. Rank hold CCEP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,278 shares of Coca-Cola Europacific Partners worth $116K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 92 Coca-Cola Europacific Partners shares in Q1 2026, an estimated $8.84K.
  • Coca-Cola Europacific Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3138 holding.
  • Carson Wealth (CWM LLC) first reported a position in Coca-Cola Europacific Partners in Q2 2014 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s Coca-Cola Europacific Partners position peaked at $14.6M in Q1 2016.
  • 575 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.